See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MCKINLEY MANAGEMENT INC1 year Service code 15 · EIN 86-2241525 | Recordkeeping | $34,596 |
SWALLING & ASSOCIATES1 year Service code 15 · EIN 92-0138439 | Recordkeeping | $18,300 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,362 | $138,385+34.7% | $184,200+1.2% | $80,874+130.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.67% | 20.02%-5.4pp | 28.80%-14.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $6,869 | $4,849+41.6% | $6,424+6.9% | $2,756+149.3% |
| Participant deferral / active EE | $13,319 | $7,073+88.3% | $9,132+45.9% | $4,297+210.0% |
| Admin fee / account holder | $661 | $10,483-93.7% | $13,907-95.2% | $6,935-90.5% |